Purchases and Sales Made in Q3 2023 in Sirius Xm Holdings Inc. (SIRI)
This table provides information about the institutional ownership of Sirius Xm Holdings Inc. (SIRI) during Q3 2023. The information is specifically focused on institutions that hold shares of SIRIUS XM HOLDINGS INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
900New |
$3.49K - $7.03K
|
900
$21.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
887+ 7.03% |
$3.44K - $6.93K
|
13.5K
$324K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
875New |
$3.4K - $6.83K
|
875
$21K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
846+ 7.48% |
$3.28K - $6.61K
|
12.2K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
716+ 33.38% |
$2.78K - $5.59K
|
2.86K
$68.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
699+ 1.86% |
$2.71K - $5.46K
|
38.3K
$918K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
666+ 34.29% |
$2.58K - $5.2K
|
2.61K
$62.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
666+ 34.29% |
$2.58K - $5.2K
|
2.61K
$62.5K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
605+ 5.87% |
$2.35K - $4.73K
|
10.9K
$261K
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
501+ 1.42% |
$1.94K - $3.91K
|
35.8K
$858K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
471+ 2.53% |
$1.83K - $3.68K
|
19.1K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
413+ 1.35% |
$1.6K - $3.23K
|
31.1K
$745K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
312New |
$1.21K - $2.44K
|
312
$7.47K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
300New |
$1.16K - $2.34K
|
300
$7.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300New |
$1.16K - $2.34K
|
300
$7.19K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
288+ 1.99% |
$1.12K - $2.25K
|
14.8K
$354K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
220+ 0.59% |
$854 - $1.72K
|
37.6K
$899K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
216+ 171.43% |
$838 - $1.69K
|
342
$8.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
212+ 1.5% |
$823 - $1.66K
|
14.4K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
208+ 93.27% |
$807 - $1.62K
|
431
$10.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
195+ 136.36% |
$757 - $1.52K
|
338
$8.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
186+ 24.22% |
$722 - $1.45K
|
954
$22.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
140+ 1.09% |
$543 - $1.09K
|
13K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
134+ 0.31% |
$520 - $1.05K
|
43.3K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
118New |
$458 - $922
|
118
$2.83K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
109+ 3.28% |
$423 - $851
|
3.43K
$82.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
100New |
$388 - $781
|
100
$2.4K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
100+ 0.01% |
$388 - $781
|
1.04M
$25M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
100New |
$388 - $781
|
100
$2.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
91+ 0.59% |
$353 - $711
|
15.5K
$370K
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
71+ 0.54% |
$275 - $555
|
13.3K
$318K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
66+ 0.59% |
$256 - $515
|
11.2K
$268K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
60+ 0.6% |
$233 - $469
|
10.1K
$243K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
53+ 0.33% |
$206 - $414
|
16.3K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
53+ 0.99% |
$206 - $414
|
5.43K
$130K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
44+ 0.06% |
$171 - $344
|
69.1K
$1.66M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
44+ 0.06% |
$171 - $344
|
69.1K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
27+ 0.22% |
$105 - $211
|
12.5K
$299K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
23+ 0.11% |
$89.2 - $180
|
21.3K
$511K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
22+ 0.52% |
$85.4 - $172
|
4.25K
$102K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
20New |
$77.6 - $156
|
20
$479
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
18+ 0.14% |
$69.8 - $141
|
12.8K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18+ 0.11% |
$69.8 - $141
|
16.3K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
18+ 0.14% |
$69.8 - $141
|
12.8K
$306K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13+ 0.41% |
$50.4 - $102
|
3.17K
$76K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
12+ 0.37% |
$46.6 - $93.7
|
3.24K
$77.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.52% |
$46.6 - $93.7
|
2.31K
$55.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.47% |
$38.8 - $78.1
|
2.16K
$51.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9+ 0.04% |
$34.9 - $70.3
|
21.3K
$510K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.54% |
$27.2 - $54.7
|
1.3K
$31.2K
|